About Nathan
A message from your independent financial adivsor.
Hi and thank you for visiting!
I am an independent financial advisor serving the people of Western North Carolina. I am originally from Knoxville, TN, where I studied Finance and Hospitality at the University of Tennessee.
I consider myself to be a holistic retirement planner, and for almost a decade I’ve enjoyed educating and helping people navigate the many facets of retirement planning. My areas of focus include investments, Medicare planning, annuities, life insurance, and long-term care.
I currently live in Mills River, NC, with my wife, Jennifer, and our two fur babies. Please contact me with any retirement related questions or if you’re interested in a consultation.
Sincerely,
Nathan Garnett
FAQs
Do you have a fiduciary designation?
Yes, and I take pride in being legally and ethically obligated to act in the best interest of my clients.
Do you have any minimum requirements to work together?
There are no minimum income levels or net worth requirements for us to work together. I work with all ages, backgrounds, and financial situations.
How much does it cost to work with you?
Initial consultations are no cost and no obligation. Compensation from any insurance related business we do together is paid directly from the company, so no fees are coming out of your pocket. And any investment related business we do together will be charged an ongoing management fee based on the amount of assets being managed.